How to Use Unified Email Templates - Frequently asked questions
Frequently asked questions
How do I convert existing email templates into unified email templates in Zendesk Sell?
Converting existing email templates into unified email templates in Zendesk Sell is straightforward. All your previously used templates for emailing leads are tagged as "Leads," and those for contacts are tagged as "Contacts." This tagging doesn't…
How can I tag an email template in Zendesk Sell?
Tagging an email template in Zendesk Sell helps organize and identify its use. To tag a template, go to the Sell sidebar, click on Settings, then under Customize, select Email templates and click the Template tab. Here, you can add a new template…
How do I search for email templates and tags in Zendesk Sell?
Searching for email templates and tags in Zendesk Sell is easy with the search bar. You can search by the template's name or filter by tags to find templates tagged with a specific label. To narrow your search, use the Filter tags dropdown menu…
How can I remove duplicate email templates in Zendesk Sell?
Removing duplicate email templates in Zendesk Sell helps streamline your template library. If you have duplicates, like a template named “Initial reachout” for both leads and contacts, you can delete one and use the remaining template for both…
How do I bulk remove tags from email templates in Zendesk Sell?
Bulk removing tags from email templates in Zendesk Sell can save you time. If you have unique templates tagged with “Contacts” or “Leads” that you no longer need, you can remove these tags in bulk. To do this, navigate to the Sell sidebar, click…
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“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
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